+80.2%
IBB vs UEC
+19.3%
+60.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.8% | -5.1% | +1.3% |
| 7D | -1.8% | -10.2% | +8.4% | -1.1% |
| 30D | +5.1% | -26.9% | +32.0% | +7.1% |
| 3M | +10.7% | -35.7% | +46.4% | +13.7% |
| 6M | +22.9% | -56.1% | +79.0% | +28.4% |
| YTD | +26.7% | -40.8% | +67.5% | +29.7% |
| 1Y | +35.1% | -43.4% | +78.5% | +38.3% |
| 3Y | +80.2% | +25.4% | +54.8% | +69.1% |
| All | +80.2% | +19.3% | +60.9% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling